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Money Matters Financial Services

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About
Here at Money Matters Financial Services, We are a nationwide remote company, specifically specializing in Retirement planning strategies with $100k minimum investment, to fast track your Retirement in 5-8 years. We specialize in financial planning, Insurance (Life and Health), and Business Coaching and Taxes. Our focus is quality. I will take the time to make sure you are 100% happy.
Overview

Background checked

6 employees

17 years in business

Business hours

This pro hasn't listed their business hours.

Payment methods

This pro accepts payments via Cash, Check, Credit card, Google Pay, PayPal, Stripe, and Zelle.

Social media

Instagram

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Services offered
Service needed

Annual tax filing

Other tax consultation

Filing status

Sole proprietorship

Partnership

C-Corp / Corporation

S-Corp

Annual revenue

Less than $100K

$100K - $500K

$500K - $1M

$1M - $5M

Reviews

Customers rated this pro highly for professionalism, work quality, and responsiveness.

Exceptional 5.0

7 reviews

5

100%

4

0%

3

0%

2

0%

1

0%

Read reviews that mention:


pro avatar
Tammy Lynn P.

Aug 23, 2023

We loved working with Andrea! She knows what she is doing and explained things in a way that helped us actually understand where our money goes and the best tax situations for us. She answered all our questions in a timely matter. I would recommend her to anyone needing help with their taxes or learning how best to save money for the further.
pro avatar
Valerie H.

Jul 28, 2023

Andrea was very transparent as to what she does; what is expected and getting things done in a timely manner! I am greatly appreciative of the work she has done in handling my taxes! Thanks Andrea!
Money Matters Financial Services's reply
Thank you. I appreciate your business!!!
pro avatar
Qui'Ara H.

Aug 2, 2023

The quality in her service(s) is amazing. Definitely a person to rely on and can be very understanding and relatable. Last but not least, the services she provides, and even recommends, is fair and not so overwhelming to understand.
pro avatar
Marion R.

Jul 29, 2023

She was Honest, dependable and she knows her stuff. She is willing and able to make the customer comfortable with the process. All of my questions where answered and if I have any more questions she's just a call away. Thank you Andrea Poston
Money Matters Financial Services's reply
Thank you so much for your review and supporting my business. I appreciate your business!!
pro avatar
Marla H.

Jul 28, 2023

Very good customer service and helpful with my financial needs. I highly recommend.
Money Matters Financial Services's reply
Thank you Marla! your business is greatly appreciated. I look forward to continue our journey working together.
Credentials
Background Check

Andrea Poston